Brexit: the political process is very messy and PM May is now stepping down (why didn't she earlier?). While this is happening, UK is enjoying low unemployment and decent growth, but UK stocks are on sale....Lyft will do an IPO on Friday. He uses Uber, but it's never made money. This is an example for investors are desperate to find something to give them a return. Even a loss-making business can get financing....Global growth is slowing in Europe, China and North America, so long-term rates have plummeted. The inverted yield curve is an accurate harbinger of a market downturn. He's taking profits now, but interest-rate sensitives (pipelines, utilities and REITs) are back in favour and pay a dividend. Trim aggressive stocks like tech.

He's bearish tech, but this is excellent. Has performed well, pays a bit of a yield and earns a profit. Rock solid balance sheet. If you want to be in tech, buy this. You could even take some profits here.

A low-risk way to play gold and a strong performer there. Buy gold in a low-interest rate environment; it will likely go up.

US banks have done better than Canadian ones, but is starting to falter because interest rates won't rise anymore. Canadian banks haven't suffered a real estate bear market as in America--and it may happen, as an American short-seller is touting. However, the Canadian banks are an oligopoly and protected by that. He prefers Canadian banks at this time in the market.

Class A or B? A shares are more liquid, and tax considerations aren't much different. You can buy either, whatever is cheaper. They trade closely together. They are a big player on LNG. If you want to diversify away from Canadian oil, look here.

It's been selling off. Watch sentiment about Europe with Germany and Italy in recession and Italy may leave Europe. ING has done well, but not better than 10 years ago. This is fine if you hold for 3-5 years and collect the yield.

It's raising its dividend. This is exposed to the UK, so if you're negative about the UK, don't buy this. But if you own this and like the dividend, then stick with it. Once Brexit is sorted out, maybe the negative sentiment about the UK economy will dissipate.

He took some profits. Pays a decent 2-3% yield. It didn't do well in the mid-2010s, and today's price is slightly ahead performance. DEO is very well run and a play on rising middle-class incomes in emerging markets.

(A Top Pick Oct 01/18, Down 6%) Likes it as an international play in Latin America where margins are double in Canada. It's well-run. They've made big acqusitions in wealth management which ate into earnings. He still likes it. It pays nearly a 5% dividend.

(A Top Pick Oct 01/18, Up 25%) It's apartments in Toronto, Ottawa and Montreal. They've done an excellent job buying properities and refurbishing them. Margins are way up. They bought some apartments in Montreal recently. Pays only a 2% yield, but they consistently raise it.

(A Top Pick Oct 01/18, Up 9%) 47% of its wind turbines are in France which likes wind power. BLX sold off when Ontario's Ford government announced it would cut back on green power, but BLX is on sale now and pays a 3% yield. This has very long contracts at fixed utility rates.

A good time to enter it--it's down now. It's a diversified miner and a play on global economic growth. But its price isn't higher than 10 years ago. Pays a decent yield. This depends on your projection on global growth.

It depends on your outlook for global growth. Pays a decent dividend and its volumes are holding up. But this stock is below its price 10 years ago. Perhaps take profits.

Huawei and investing in China Huawei is like SCN Lavalin, facing a lot of political pressure. He wouldn't buy it. When investing in China, it depends on what the Chinese government's policy is. Are you friendly or well-connected to the government? Could those connections suddenly change (and hurt you)? Better to invest through Hong Kong, because it's well-regulated and offers quality Chinese companies and there is some protection legally.

It's the ideal business, taking 2-3% of every transaction, but taking no risk. Competition? Maybe one day cryptocurrencies. You can take profits. It's pricey now. You can't go wrong with this.